We work on events, i.e. enquiry comes in asking for a quote for a particular date in the future - One event per day but at anyone time we may have half a dozen quotes out for a specific date.

I can see Session # and Session date in the quote/invoice settings, which I've manually changed to be Event # & Event Date, however when adding a quote, these features do not appear nor is there any option to input this data on the client or estimate page?

How do I get this to show?

Or does SC not work this way?

Thu Jun 22, 2017 12:26 pm

Steve

Joined: Thu Aug 28, 2008 1:41 pmPosts: 1319

Re: Sessions - on quotes

Please refer to the following tutorial to link an event with a quote. The event has to be linked to show up on the printed invoice.

To customize the printed invoice to have the event details on it please do the following.

Click on the Point of Sale component Click on the Settings tab Click the Customize Look & Feel buttonClick on the desired checkbox under the "Event Information" header. This is on the "Printed Invoice/Estimate/Quote Settings" tab.

After doing that update the wording.

Click on the Point of Sale component Click on the Settings tab Click the Customize Wording buttonUpdate the wording under the "Invoice Information" section.

When you print the invoice the event information will appear in the top right section under the Quote Information header

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